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Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.
Bancsource is an independent industry leader of financial equipment sales and service in North America. For over 35 years, we have provided financial and payment processing solutions with convenient, value-added services that improve client equipment and process efficiency. Whatever your payment processing needs, we can help. Bancsource is positioned with an expansive continental service footprint and services many equipment types. This allows us to fulfill a variety of service needs for our clients. With over 500 employees and certified partnerships, Bancsource delivers sales and service excellence to over 2,300 clients.
Corporation Doorlec is a Pointe-Claire, QC-based company in the Financial Services sector.
Synergy Federal Credit Union is a San Antonio, TX-based company in the Financial Services sector.
Preferred Management Corp is a Shawnee, OK-based company in the Financial Services sector.